In the past year, the Web3 market has seen many narratives, but there are few projects that have truly withstood market validation. @AvailProject

However, after the large investor unlock on July 23, $AVAIL only retraced 1-2%, quietly entering another phase:
The bottom structure is complete, and the value is beginning to emerge.

This is not common. Most projects experience significant short-term selling pressure after the unlocking of first-level funds, leading to a rapid price drop and a loss of community confidence.
However, the performance of @AvailProject precisely demonstrates the following three points:
1. The primary capital structure is healthy and distributed reasonably.
The unlocking did not trigger a panic sell-off, indicating that early investors either chose to continue holding or the market had already completed the turnover in advance.
2. Real use cases begin to emerge
Avail is no longer just a "pure concept." The DA module is online, the Nexus cross-chain protocol has entered testing, and the Validium network is operational. The infrastructure has already been established, and key integration partners like Space and Time are also promoting actual usage.
3. The technical narrative upgrades from DA to "horizontal expansion + interconnectivity"
Celestia has led the first wave of attention on modular DA, but Avail has not stopped at "another DA"; instead, it is gradually building a larger paradigm center through Nexus and Fusion: a scalable hub layer across L2 and across appchains.

More importantly, the current market has completed an "emotional reshuffle" of Avail.
The restless speculators have left the scene, leaving behind teams that are truly building products, community members participating in staking for network security, and builders and funds who understand the importance of infrastructure.

We see a project moving from a "potential stock" to a "systemic role":

It is no longer just a data availability layer, but a connector between rollups, a liquidity coordinator, and a catalyst for interoperability.

So, the current $AVAIL is not a market hotspot, not a short-term surge, but it is a chip worth accumulating and a core foundation worth laying out for a new cycle.

📌 Possible catalysts for the next phase include:
•Nexus mainnet officially launched (promoting cross-chain application usability)
•More Validium networks launched (creating real usage demand)
• Large-scale L2 / appchain integration (collaboration brings structural breakthroughs)
•Fusion releases AVAIL staking value (incentives feedback to the ecosystem)

The next cycle of modularization will evolve from "single point DA components" to "cross-chain coordination layers."
And Avail may be the pioneer of this path.